Thursday 31st July | 11:00am – 12:00pm AEST l $99
You’re invited to join our Managing Customers, Suppliers & Items Masterclass webinar, hosted by Reckon and presented by Reckon Accredited Trainer Clayton Oates from QA Business.
Managing Customers and Suppliers is a critical function for any business software, however the setup of time saving features in these areas is often overlooked. This special event has been designed to walk you through all of the Customer, Supplier and Item setting available in Reckon Accounts.
During this masterclass you will:
- Find out about the purpose of every field available to be used in Customer, Supplier or Item Masterfile’s
- Learn how to unlock the power of using Custom fields in Reckon Accounts
- Discover the various Item types and when they are best used
- Find out how to merge duplicate name records in order to tidy up your lists
- Learn how to customise list views to highlight any missing data
- Find out how to setup the system to pay suppliers electronically.
- Discover the most common mistakes that are made when setting up customer, suppliers and items.
- Learn about the benefits of using Customer and Supplier Types.
- Find out how to bulk enter or modify fields in Masterfile’s
- Learn about customising reports to better analyse your Customer and Supplier activity
- Discover how to re-sort your lists to enhance your file performance.
- Learn how to check if Items are setup correctly
- Find out how to review and report on Customers, Suppliers and Items Activity.
- Plus many more list related hints and tips.
Bonus offer – Register for the Masterclass webinar and you will also receive the QA – Bookkeepers End of Month checklist (valued at $49)
